Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

Meet Our Team

Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

For Your Business. For Your Family. For You.

At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to become best-in-class at their chosen purpose, there is no limit to what we can accomplish together. We call this a “Success Team.”

Impact Advisors Groups collaborates with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.

Our Internal Team

Brandon Jordan Impact Advisors Group

Brandon Jordan

CFP®, CEPA®, CVGA®, CLU®, MSA
CEO a.k.a. BBQ Enthusiast

Chris Steward

CFP®, CFA®, RICP®, M.A. (Cantab)
Dir. of Investments a.k.a. Captain

Matthew Williams Impact Advisors Group

Matthew Williams

CFP®, RICP®, CExP®, CASL®
Director of Financial Planning a.k.a. Mr. Civil

External Members of Our "Success Team"

Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania
Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

We have developed excellent working relationships with the following types of professionals.  As such, we believe this improves the odds of success that clients will achieve a desirable outcome.  

1. Outsourced Chief Value Officer

2. Outsourced Chief Financial Officer

3. Outsourced Chief Operations Officer

4. Outsourced HR Director

5. Outsourced Sales Director

6. Legal – Trust & Estate Law

7. Legal – Corporate Law

8. Tax – Planning

9. Tax – Preparation & Compliance

10. Insurance – Property & Casualty

11. Insurance – Life & Disability

Call Now Button